06/28/2016 @ 3:00 pm – 4:30 pm – ADVISORS INSIGHTS WORKSHOP June 28, 2016 Beverly, MA YOU AND YOUR CLIENTS ARE AT RISK! What You Need to Know About Ransomware, Cyber Liability, Data Breaches and Information Privacy and More Importantly HOW TO PROTECT YOURSELF AND YOUR CLIENTS! PRESENTED BY: Christopher Hawthorne, CPCU, CIC TGA Cross Insurance Over the past few years a new […]
How Financial Professionals Can Truly Profit From Estate Planning
07/28/2016 @ 3:00 pm – 4:30 pm – A Collaborative Discussion This month’s Advisors Insights is led by Attorney Paul Bernstein, the area’s only board-certified Estate Planning Law Specialist. At this workshop attendees will discuss what works and doesn’t work when incorporating estate planning in their financial services practice.
State of the Estate Tax
09/21/2016 @ 3:00 pm – 4:30 pm – ADVISORS INSIGHTS WORKSHOP – State of Estate Taxes September 21, 2016 Beverly, MA The complexity and constant changes surrounding transfer taxes (federal estate, gift and generation skipping taxes and the Massachusetts estate tax) often leaves clients and their advisors with confusion and many questions. At this month’s Advisors Insights, board-certified Estate Planning Law Specialist, Attorney […]
Helping Your Clients Protect Their Savings from Long Term Care Costs
10/25/2016 @ 3:00 pm – 4:30 pm – Medicaid/MassHealth is a confusing area of the law and financial planning that is constantly changing, and often misunderstood. What happens when a loved one must have long term health care (nursing home, assisted living or in home care)? How does a family provide for the long term care of a loved one, while assuring the financial […]
Advisors Insights – Demystifying Trusts For Non-Lawyers: Part One
01/31/2017 @ 3:00 pm – 4:30 pm – Demystifying Trusts for Non-Lawyers – Part One Woburn, MA Learn how to review a client’s trust to increase your profits. These days, many people have a trust as part of their estate plan. However, there are a wide variety of trusts designed to solve a myriad of different issues. To make matters even more confusing, […]
Special Needs Children and Inheritance – The ABCs of Special Needs Planning
03/23/2017 @ 3:00 pm – 4:30 pm – You are invited to join your colleagues at an important Advisors Insights workshop focusing on special needs planning. Working with clients who have disabled children can be a gratifying part of your practice. One of the most important aspects of working with clients with disabled children is helping them preserve funds for the long-term improvement of their […]
Advisors Insights – Demystifying Trusts For Non-Lawyers: Part One
04/26/2017 @ 3:00 pm – 4:30 pm – Demystifying Trusts for Non-Lawyers – Part One Beverly, MA Learn how to review a client’s trust to increase your profits. “See why your colleagues gave this presentation a 9.5 rating on a scale of 1 – 10!” These days, many people have a trust as part of their estate plan. However, there are a wide […]
Advisors Insights – How to Help Clients Who Are Dealing With Elder Care Issues
05/18/2017 @ 3:00 pm – 4:30 pm – This month’s Advisors Insights Guest Presenter: Quentara Costa, CFP Quentara specializes in elder care planning, primarily by helping families transition loved ones into assisted living and nursing facilities. Many of our clients are experiencing the difficult situation of helping a loved one, often a spouse or a parent, who are suffering with […]
Tax and Estate Planning Update 2018
01/22/2018 @ 3:00 pm – 4:30 pm – Next Advisors Insights Workshop Tax and Estate Planning Update 2018 With the passing of Tax Cuts and Jobs Act, much has changes in the tax world. Financial, tax and insurance professionals need to be informed as to how these changes may affect themselves and their clients. They also need to know the strategies available to […]
Understanding Medicaid and How to Help Your Clients Protect Their Savings from Nursing Home Costs
02/22/2018 @ 3:00 pm – 4:30 pm – Medicaid/MassHealth is a confusing area of the law and financial planning that is constantly changing, and often misunderstood. What happens when a loved one must have long term health care (nursing home, assisted living or in home care)? How does a family provide for the long term care of a loved one, while assuring the […]